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Job Vacancy Pune, Maharashtra Position Customer Success Executive, Wealth Operations at Bakerstreet Fintech Private Limited

Bakerstreet Fintech Private Limited company logo
Published 10 hours ago

Company Bakerstreet Fintech Private Limited is offering job opportunities for the position of Customer Success Executive, Wealth Operations in the Pune area. The job type available is Full-time.

We are looking for candidates who possess skills with beginners/seniors experience. We value honesty, discipline, and responsibility in our employees.

Bakerstreet Fintech Private Limited operates in the (according to the company) industry. If you are interested in applying to this company, please proceed with your application.

Job Information

Company:Bakerstreet Fintech Private Limited
Position:Customer Success Executive, Wealth Operations
City:Pune, Maharashtra
Province:Maharashtra
Education:Confidential
Salary:INR 2 per Month
Job Type:Full-time

Job Description

We are seeking a Customer Success Executive for Wealth Operations to support high‑net‑worth clients and ensure seamless account servicing. The role involves managing client inquiries, coordinating with operations and portfolio teams, and resolving onboarding, KYC, and transaction issues promptly.

  • Minimum 2 years’ experience in wealth operations or private banking
  • Excellent communication, strong attention to detail, and knowledge of KYC and investment products
  • Proficiency with CRM systems and Microsoft Office

Join a collaborative team that offers professional development opportunities and competitive compensation.

Benefit

  • Recognition and performance awards
  • Skill development
  • Work-life balance
  • Professional networking opportunities
  • Access to the latest technology
  • Collaborative work environment
  • Professional training
  • Opportunities for promotion
  • Valuable work experience
  • Opportunities to contribute to business growth

Requirements

  • Good Communication Skills
  • No Criminal Record
  • Minimum Education of High School Diploma
  • Minimum Age of 18 Years
  • Able to Work Under Pressure
  • Physically and Mentally Healthy
  • Able to Work in a Team
  • Willing to Be Placed in the Designated Work Location
  • Experience in the Related Field (Preferred)

Company Address

Province Maharashtra
City Pune
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Company Information

Bakerstreet Fintech Private Limited

Bakerstreet Fintech Private Limited is a dynamic financial technology company based in India. Established to innovate and streamline financial services, the firm leverages cutting-edge technology to provide efficient solutions for businesses and individuals. By focusing on customer-centric approaches, Bakerstreet aims to enhance the user experience in digital finance, making transactions more accessible and secure. With a mission to drive financial inclusion, the company continues to expand its offerings, contributing significantly to the fintech landscape in India.